How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season.
If you aren’t eligible to contribute to a Roth IRA, a backdoor Roth could be the key for you to take advantage of this retirement savings vehicle
What does 2024 have in store – and how should you plan for it?
Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.
Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.
Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.
Marriage is a new chapter that comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.
Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.
Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.
Certain kinds of insurance plans can be a valuable strategy to enhance your executive or key employee benefits and ensure the longevity of your business.
It’s important to plan for your parents just as much as your children. Here’s how to prepare to care for an aging parent.
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
Student loan payments are set to resume in the fall – here’s what you can do to get ready.
Corliss Taylor and Will Hobson, Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.
Baird Senior Wealth Planner Sascha Schreiber examines strategies around maximizing your Social Security benefits.
Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.
Baird Wealth Planner Zach Chamberlain highlights five ways to ensure your retirement needs align with your retirement resources.
Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.
Five strategies to navigate difficult conversations around succession planning and help bring a family together.
While inflation can increase the risk of a down market early in retirement, you might have some options.
How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.
Tim Steffen explains the basics of Roth IRAs and how they could work in your best interests.
Want to preserve your financial legacy for future generations? Consider these simple strategies for protecting your assets from your heirs’ creditors and lawsuits.
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.
Even with unpredictable or highly variable income, you can still create a secure future – it just takes thoughtful planning.
Online assets need to be protected just like your financial ones.
For some, going straight from high school graduation to college makes a lot of sense – but it might not be the best path for everyone.
